VRSK Stock Recent News

I am downgrading Verisk Analytics to a hold rating due to its significant valuation run-up to ~43x forward PE, limiting near-term upside. VRSK's 1Q25 results were strong, with 7.9% organic revenue growth and a 10.6% increase in subscription revenue, validating my previous buy thesis. Value-based pricing and GTM strategy enhancements are driving growth, with deeper client engagement and stronger pricing power contributing to positive financial performance.

Verisk Analytics, Inc. (NASDAQ:VRSK ) Q1 2025 Earnings Conference Call May 7, 2025 8:30 AM ET Company Participants Stacey Brodbar - Head of Investor Relations Lee Shavel - President & Chief Executive Officer Elizabeth Mann - Chief Financial Officer Saurabh Khemka - Co-President, Underwriting Solutions Robert Newbold - President of Extreme Event Solutions Conference Call Participants Toni Kaplan - Morgan Stanley Kelsey Zhu - Autonomous Research Faiza Alwy - Deutsche Bank Andrew Nicholas - William Blair Alex Kramm - UBS Andrew Steinerman - J.P. Morgan Jeff Meuler - Baird Gregory Peters - Raymond James George Tong - Goldman Sachs David Motemaden - Evercore ISI David Paige - RBC Capital Markets Russell Quelch - Redburn Atlantic Jason Haas - Wells Fargo Jeff Silber - BMO Capital Markets Operator Good day everyone and welcome to the Verisk First Quarter 2025 Earnings Results Conference Call.

Improved segmental performances benefit VRSK's top line in the first quarter of 2025.

Verisk Analytics (VRSK) came out with quarterly earnings of $1.73 per share, beating the Zacks Consensus Estimate of $1.67 per share. This compares to earnings of $1.63 per share a year ago.

Verisk Analytics reported a better-than-expected profit for the first quarter on Wednesday, driven by demand for its data analytics products primarily used by property and casualty (P&C) insurers to assess policy risks.

JERSEY CITY, N.J., May 07, 2025 (GLOBE NEWSWIRE) -- Verisk (Nasdaq: VRSK), a leading global data analytics and technology provider, today announced results for the first quarter ended March 31, 2025. The earnings release is available on the company's Investor Relations website at investor.verisk.com.

VRSK's client-centric approach is expected to have benefited its top line in the first quarter of fiscal 2025.

Verisk (VRSK) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

Since 2010, strikes, riots and civil commotion have led to more than USD 10 billion in insured losses, compared to less than USD 1 billion for terrorism Since 2010, strikes, riots and civil commotion have led to more than USD 10 billion in insured losses, compared to less than USD 1 billion for terrorism

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